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      • Binding DBN
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      • Pension Commencement
      • Partial Commutation – Cash
      • Lump Sum Payment SMSF
      • Rollback of Pension
      • TRIS to Retirement Phase
      • Limited Recourse Borrowing
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Wrap-up of the SMSF Day 2024 events

smsf dayBy Aaron DunnApril 2, 2024Leave a comment

The break over easter gave me an opportunity to contemplate the success of this year’s SMSF Day events around Australia.  With over 180 attendees across the five locations, it was fantastic to once again be out in front of our members, and other professionals that join us for these highly technical and intensive SMSF full…

Episode 27 – The ATO’s focus on market valuations

ComplianceBy Aaron DunnApril 2, 2024Leave a comment

   In a landscape where the Australian Taxation Office (ATO) is enhancing its focus on the compliance of Self-Managed Super Funds (SMSFs) with market valuation requirements,  in this week’s edition of Feeling Smarter, Aaron Dunn and Tim Miller delve into the intricacies of this compliance issue, providing a comprehensive understanding and actionable advice for…

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  • About
    • About us
    • About our docs
    • Sign up to news
  • Membership
    • Document subscriptions
      • Create25
      • Create50
      • Create100
      • Create250
      • CreatePlus+
    • CPD subscriptions
      • CPD Quarterly
      • CPD Regular
      • CPD Business
      • CPD & Support
    • Support
    • Book a Demo
  • Documents
    • Smarter documents
      • Platform features
    • Popular documents
      • Company Incorp Special Purpose
      • SMSF Establishment / New SMSF
      • SMSF Trust Deed
      • SMSF Change of Trustee
      • SMSF Investment Strategy
      • Binding DBN
      • Non-binding DBN
      • Pension Commencement
      • Partial Commutation – Cash
      • Lump Sum Payment SMSF
      • Rollback of Pension
      • TRIS to Retirement Phase
      • Limited Recourse Borrowing
    • Full Document List
    • Integrations
      • BGL
      • CLASS Super
      • SuperMate
      • Integrations Week
    • Legacy Pension Conversions
    • Legal
      • Smarter Legal Review
      • Smarter Legal Week
    • PAYG sign up
  • CPD Training
    • About our CPD
    • SMSF Day 2025
    • All events
    • Courses
      • SMSF essentials course
      • SMSF foundations course
  • Blog
  • Shop
  • Login
    • Platform Login
    • PAYG Sign Up
    • My Subscriptions
  • Contact